Special Opportunities Fund (SPE) Stock Price, News & Analysis

Company Overview

Special Opportunities Fund (NYSE: SPE) is a closed-end management investment company that seeks to deliver attractive total return by investing across corporate capital structures. The fund primarily allocates capital to debt and equity securities of both public and private issuers, with a focus on special situations, distressed credits and event-driven opportunities.

The fund’s flexible, multi-asset strategy allows portfolio managers to shift allocations among high-yield bonds, leveraged loans, convertible securities, preferred stock and equity positions. In addition, the fund may employ derivative instruments to manage risk, enhance returns and capitalize on market dislocations arising from corporate restructurings, mergers and other event-driven catalysts.

Trading under the ticker SPE on the New York Stock Exchange, Special Opportunities Fund offers investors differentiated exposure to complex or under-followed segments of the credit and equity markets. The fund is governed by an independent board of trustees and supported by a dedicated team of investment professionals with expertise in credit research, capital markets and corporate finance.

Key Stats

• Today's Range: $15.59 to $15.70
• 50-Day Range: $15.16 to $15.91
• 52-Week Range: $12.72 to $15.98
• Volume: 19,211 shs
• Average Volume: 40,093 shs
• Market Capitalization: $174.74 million
• P/E Ratio: N/A
• Dividend Yield: 8.06%
• Price Target: N/A
• Consensus Rating: N/A

SPE Stock Analysis - Frequently Asked Questions

How have SPE shares performed this year?

Special Opportunities Fund's stock was trading at $14.63 at the start of the year. Since then, SPE shares have increased by 6.8% and is now trading at $15.63.

Who are Special Opportunities Fund's major shareholders?

Top institutional shareholders of Special Opportunities Fund include Shaker Financial Services LLC (2.39%), Advisors Asset Management Inc. (1.02%), Scotia Capital Inc. (0.95%) and Raymond James Financial Inc. (0.28%).
View institutional ownership trends.

How do I buy shares of Special Opportunities Fund?

Shares of SPE stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Special Opportunities Fund own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Special Opportunities Fund investors own include AGNC Investment (AGNC), Oxford Lane Capital (OXLC), Rithm Capital (RITM), SLR Investment (SLRC), Medical Properties Trust (MPW), Pimco Corporate & Income Opportunity Fund (PTY) and Global X Nasdaq 100 Covered Call ETF (QYLD).

Company Calendar

• Record date for 8/29 Dividend: 8/19/2025
• Ex-Dividend for 8/29 Dividend: 8/19/2025
• Dividend Payable: 8/29/2025
• Ex-Dividend for 9/30 Dividend: 9/16/2025
• Today: 9/17/2025
• Record date for 9/30 Dividend: 9/19/2025
• Dividend Payable: 9/30/2025
• Fiscal Year End: 3/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - INVEST FUND
• Sub-Industry: Financial Services
• Current Symbol: NYSE:SPE
• CIK: 897802
• Web: www.specialopportunitiesfundinc.com
• Phone: 201-556-0092
• Fax: N/A
• Employees: N/A
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): N/A
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: N/A
• Net Margins: N/A
• Pretax Margin: N/A
• Return on Equity: N/A
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: N/A
• Quick Ratio: N/A

Sales & Book Value

• Annual Sales: N/A
• Price / Sales: N/A
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: N/A
• Price / Book: N/A

Miscellaneous

• Outstanding Shares: 11,180,000
• Free Float: 8,679,000
• Market Cap: $174.18 million
• Optionable: Not Optionable
• Beta: 0.85